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Disclosery

PRIVATE TRUST CO NA: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE TRUST CO NA on KO, newest first. How the timeline and the estimate are built.

PRIVATE TRUST CO NA held 36,279 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,279 shares
    Change vs previous 13F +1,997 shares

    0.24% of the 13F portfolio, value $2,948,355.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,282 shares
    Change vs previous 13F -147 shares

    0.23% of the 13F portfolio, value $2,607,109.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,429 shares
    Change vs previous 13F +1,471 shares

    0.21% of the 13F portfolio, value $2,406,897.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 32,958 shares
    Change vs previous 13F -1,611 shares

    0.19% of the 13F portfolio, value $2,185,742.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,569 shares
    Change vs previous 13F -1,475 shares

    0.23% of the 13F portfolio, value $2,445,722.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 36,044 shares
    Change vs previous 13F +669 shares

    0.27% of the 13F portfolio, value $2,581,436.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 35,375 shares
    Change vs previous 13F -3,598 shares

    0.23% of the 13F portfolio, value $2,202,417.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,973 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,800,566.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).